Institute For Wealth Management, Llc. Vanguard Small Cap Value ETF Transaction History
Institute For Wealth Management, Llc.
- $874 Million
- Q2 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 18,970 shares of VBR stock, worth $3.76 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
18,970
Previous 6,098
211.09%
Holding current value
$3.76 Million
Previous $1.14 Million
225.9%
% of portfolio
0.42%
Previous 0.15%
Shares
29 transactions
Others Institutions Holding VBR
# of Institutions
1,728Shares Held
93.4MCall Options Held
44.4KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.37 Billion0.26% of portfolio
-
Assetmark, Inc4.36MShares$865 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.93MShares$780 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$665 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$357 Million0.08% of portfolio